See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,782 | $91,762-58.8% | $67,502-44.0% | $77,643-51.3% |
| Participation rate | 98.2% | 75.9%+22.3pp | 72.9%+25.3pp | 70.6%+27.6pp |
| Annual return | 11.50% | 14.87%-3.4pp | 3512.12%-3500.6pp | 31.24%-19.7pp |
| Employer contribution / active EE | $1,231 | $3,181-61.3% | $2,731-54.9% | $2,726-54.8% |
| Participant deferral / active EE | $1,735 | $3,903-55.6% | $4,000-56.6% | $4,647-62.7% |
| Admin fee / account holder | $0 | $176-99.8% | $3,998-100.0% | $430-99.9% |